A detailed history of Mcdaniel Terry & CO transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mcdaniel Terry & CO holds 8,088 shares of XLU stock, worth $554,432. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,088
Holding current value
$554,432
% of portfolio
0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$59.95 - $65.65 $484,875 - $530,977
8,088 New
8,088 $531,000
Q2 2023

Jul 21, 2023

BUY
$64.34 - $69.97 $133,762 - $145,467
2,079 Added 41.74%
7,060 $462,000
Q1 2023

May 05, 2023

BUY
$63.7 - $72.08 $102,429 - $115,904
1,608 Added 47.67%
4,981 $337,000
Q4 2022

Jan 23, 2023

BUY
$65.75 - $72.67 $221,774 - $245,115
3,373 New
3,373 $238,000
Q2 2022

Jul 28, 2022

SELL
N/A
-5,174 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
N/A
5,174 New
5,174 $385,000
Q2 2020

Aug 13, 2020

SELL
N/A
-3,954 Closed
0 $0
Q3 2019

Nov 07, 2019

BUY
N/A
3,954 New
3,954 $256,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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